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PROTECTION FOR YOUR LEGACY.

Financially successful, affluent individuals and families face more complex and significant risk.

If these exposures are not properly addressed, they can impact your family’s lifestyle and jeopardize future plans.

TrueNorth’s Private Client Group is a sophisticated approach to individual and family risk that creates tailored plans to meet the needs of successful business leaders and their families.

Our Private Client Group offers proactive, concierge-level service to manage wealth and protect assets among LLC’s and trusts or distributed across multiple locations.

The professionals behind our Private Client Group are committed to supporting your personal aspirations and maximizing your investments for generations to come.

OUR TRUSTED SERVICES:

  • Review and analysis of current programs
  • Recommendations for improved asset protection
  • Premium pricing and coverage comparisons
  • Education on how to become a better insured

EXPERIENCE THE WHITE GLOVE TREATMENT

Our advisors will help identify, design, and implement a proactive, long-term asset protection strategy to safeguard your legacy. Here's how:

Step1 - Discover

First, we work to understand your unique needs in a one-on-one conversation. We discuss current insurance philosophies and goals, then complete a comprehensive review of your homes, automobiles, and other valuable assets.

Step2 - Plan

We perform a comprehensive risk management review with information from our discovery to recommend a financial protection plan, designed to specifically safeguard the assets you have acquired, the wealth you have earned, and the legacy you have spent a lifetime building.

Step3 - Implement

With the appropriate insurance solution identified, we implement and ensure it is implemented as promised. We finalize and bind your coverage while monitoring your account closely as it makes its way through the underwriting process.

Step4 - Manage
Life has a way of changing on us, and even minor changes can have a significant impact on decreasing exposure and increasing peace of mind. We communicate regularly, offering an annual coverage review and yearly assessment. We take the necessary steps to ensure we are protecting what is most important to you.

SAFEGUARD YOUR LEGACY:



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